Sales management software centralizes the tools and data that teams need to efficiently move deals forward. Typically, this type of software also includes automation and reporting tools that can provide deeper insights into buyer behavior.

By automating repetitive tasks like data entry, follow-up reminders, and lead scoring, reps can focus on spending more time with buyers and improving the customer relationship. Similarly, features like real-time pipeline visibility allow reps track to deal progress and can help managers more easily spot at-risk deals.

These capabilities are built into PandaDoc as part of the document process, so every proposal, contract, and quote can be built, sent, and tracked without delay.

The most effective platforms combine tracking, automation, and analytics into a single platform.

Look for lead tracking with enriched data, automated content creation, approval routing, and timely follow-up prompts. AI-driven forecasting that can help prioritize promising opportunities can also be a good fit, and dashboards can provide performance snapshots of both individuals and teams.

With PandaDoc, these capabilities are combined with electronic signatures, interactive pricing tables, and a broad selection of integrations so that teams can build stunning documents with great tools and minimal effort.

PandaDoc offers AI solutions that can assist with various aspects of document creation while a CRM like Salesforce uses similar tools to personalize customer interactions and provide data-driven insights into buyer behavior.

Under the right circumstances, both AI models are useful. With the appropriate integrations and syncing, savvy teams can even make the best of both platforms and options.

Not usually. Modern cloud-based platforms are designed for rapid deployment.

Integrations with popular CRMs and sales tools can fold existing data flows directly into the new system, further reducing setup time. When combined with pre-built templates and an intuitive interface, teams can start work immediately without excessive onboarding or elongated training cycles.

PandaDoc is a great example of this. Our drag-and-drop document builder is functionally similar to a drag-and-drop website builder and a word processor like Microsoft Word. It’s easy to pick up for casual users, and sales reps can start working with the platform to deploy documents in a matter of minutes. At the same time, our builder offers deeper controls and granularity for power users like marketers or developers.

In sales management software, “success” is often measured through a combination of quantitative and qualitative metric, including any of the following:

• Average sales cycle length
• Close rate percentage
• Pipeline volume over time
• Number of deals won
• Total revenue from closed deals

With PandaDoc, teams can review performance dashboards to see which documents are converting best, which reps are meeting or exceeding target goals, and how engagement patterns change over time. This data makes it easier for leaders to identify trends, replicate top performer habits, and refine sales strategies for better long-term outcomes.

Yes. PandaDoc offers integrations with leading CRMs like Salesforce, HubSpot, and Pipedrive.

When deployed, teams can automatically sync customer and opportunity data with sales documents and pass completed documents back to the CRM in real time.

The result is a single source of truth for your sales process and less time spent switching between systems. Especially with PandaDoc’s two-way data syncing for Salesforce and HubSpot, it’s possible for users to generate and send documents without ever leaving the CRM platform.